Financial Mistakes
Financial Mistakes Taking an extreme position with our investments presents one of the biggest financial mistakes we can make. I…
Restricted Stock Units
Restricted Stock Units Restricted stock units have become a popular vehicle to incentivize and reward highly valued employees of publicly…
Getting Started in Real Estate
Buying your First Property In February of 2019, my wife and I purchased our first condo here in San Diego,…
Mega Backdoor Roth
Mega Backdoor Roth The Mega Backdoor Roth contribution proves to be one of the most powerful wealth building activities available.…
How Much Should I Have Saved?
"How Much Should I Have Saved?" How many of us can confidently answer this question? Throughout my career as a…
Buying Your First Home
Obtaining financing when buying your first home can be intimidating. As one of the largest financial decisions many of us…
Back Door Roth IRA
In this video and article article, I want to highlight why a the back door Roth IRA contribution can be…
What To Do With An Old 401k
"What do I do with an old 401k?" One of the most common questions we come across as financial planners.…
How To Be More Productive
Welcome to episode 10. The final episode in our 10 part series, Idea to Income. In this episode, I provide…
Business Real Estate (with Video)
The Basics of Business Real Estate: How to Choose Office Space Welcome to part 9 of our 10 part series,…